+7.2%
QCOM vs URI
+178.2%
-171.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -7.1% | -2.4% | -6.3% |
| 7D | -15.5% | -12.9% | -2.5% | -10.0% |
| 30D | -13.4% | -3.4% | -10.0% | -12.0% |
| 3M | 0.0% | -10.0% | +10.1% | +4.6% |
| 6M | -15.2% | +12.2% | -27.4% | -20.1% |
| YTD | -6.9% | +29.8% | -36.7% | -20.8% |
| 1Y | -11.0% | +24.6% | -35.6% | -22.6% |
| 3Y | +39.8% | +137.6% | -97.8% | -17.4% |
| 5Y | +7.2% | +176.6% | -169.4% | -46.4% |
| All | +7.2% | +178.2% | -171.0% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling